Senior Financial Analyst

Full Job Description

POSITION SUMMARY:

As barre3 enters an exciting phase of growth and omnichannel expansion, we are seeking an experienced, forward-thinking Senior Financial Analyst to join our Finance team. This role serves as a strategic business partner, bridging traditional Financial Planning & Analysis (FP&A) with modern data analytics, business intelligence, and AI-driven workflows.

Reporting directly to finance leadership, you will play a key role in steering financial strategy, building high-impact revenue and expense models, and delivering actionable insights to executive leadership, business unit leaders, and Studio Owners. You will partner closely with Operations, Marketing, Digital, and Retail teams to optimize P&Ls, uncover leading indicators of business health, and build interactive Tableau dashboards. If you are a high-rigor financial thinker who thrives on turning raw data into strategic action, this role offers an exceptional opportunity to shape the future of barre3.

• Primary residence must be in the greater Portland, OR area

Requirements

KEY JOB RESPONSIBILITIES:

1. Financial Planning & Analysis

• Budgeting & Forecasting: Drive the creation, rollout, and maintenance of annual operating budgets, monthly dynamic forecasts, and long-range financial plans across all business lines.
• Financial Reporting & Variance Analysis: Own monthly financial reporting packages, delivering executive commentary on variances across revenue, cost of goods sold (COGS), and operating expenses (OpEx).
• Strategic Financial Modeling: Design, build, and continuously refine complex, driver-based revenue and operational forecast models to evaluate strategic initiatives, new revenue streams, and investment opportunities.
• P&L & Trend Analysis: Perform deep-dive analyses on current and historical P&L trends across all business units to identify underlying profitability drivers and cost-saving opportunities.
• FP&A Systems Ownership: Serve as the primary administrator and power-user of Workday Adaptive Planning, optimizing system architecture, integrations, and reporting templates to drive finance efficiency.
• Close Alignment: Partner closely with Accounting and HR on month-end close validation, headcount tracking, and payroll forecast updates to ensure seamless financial consistency.

2. Business Intelligence, Data Analysis & AI Development

• Operational KPI Tracking: Monitor, analyze, and report on critical operational metrics, including customer lifetime value (LTV), retention rates, studio attendance trends, customer acquisition, etc.
• Leading Indicators & Predictive Insights: Proactively identify subtle operational shifts and leading indicators of performance to enable proactive decision-making before metrics surface in financial results.
• Tableau Dashboard Support: Partner with Director of Finance on design, development, and deployment of interactive Tableau dashboards tailored for Support Center employees and Studio Owners.
• Cross-Functional Data Bridge: Act as the primary financial and analytical liaison to Operations, Marketing, Digital, and Retail teams, ensuring rapid, precise delivery of reliable reporting and analysis.
• Data Stack Modernization: Leverage SQL, Snowflake, and emerging AI tools to accelerate analytical workflows, automate routine reporting, and uncover deeper business insights.

ACCOUNTABILITY AND KPI’S

• Timely Financial Delivery: Ensure complete distribution of monthly financial reporting packages and executive variance summaries within defined close schedules.
• Model Integrity & Precision: Maintain rigor, scale, and accuracy across all complex revenue, headcount, and cash flow forecasting models.
• Data QA/QC Governance: Perform ongoing quality control and logic audits on underlying databases, KPI queries, and reporting layers to guarantee data integrity.
• BI Dashboard Execution: Successfully build and launch cross-functional Tableau reports prioritized according to business strategy and business needs.
• Insight-to-Action Impact: Deliver quarterly strategic "Deep Dive" case studies (e.g., Retail Inventory Optimization, Client Retention Economics) that result in at least one documented strategic pivot or cost-saving initiative per quarter.
• Ad-Hoc Request SLA: Maintain a 3-day turnaround SLA for high-priority ad-hoc financial analyses while maintaining a clear, transparent backlog for all business unit stakeholders.

REQUIRED QUALIFICATIONS:

Education

• Experience: 3–5 years of progressive experience in FP&A, Corporate Finance, Business Intelligence, Data Science, or Financial Analytics. Prior franchise experience is a plus.
• Education: Bachelor’s degree in Finance, Accounting, Data Science, Economics, Statistics, or a related quantitative field.

Technical & Analytical Capabilities

• Data Visualization: Proven expertise in building, deploying, and maintaining interactive, executive-ready dashboards in Tableau.
• Data Stack & Querying: Hands-on experience querying large datasets using SQL and working within cloud data warehouses such as Snowflake.
• FP&A Software: Direct experience with Workday Adaptive Planning (or similar enterprise FP&A software like Vena, or Anaplan) is strongly preferred.
• Modern Tools & AI: Familiarity or experience leveraging modern analytics tools and AI workflows to modernize work processes and dataset handling.

Core Competencies & Skills

• Rigor & Precision: Uncompromising attention to detail, strong data validation habits, and high organizational standards.
• Executive Communication: Superior written and verbal communication skills, with proven confidence presenting complex financial concepts to executive leadership and non-financial partners.
• Agility & Problem Solving: Exceptional quantitative problem-solving skills with a demonstrated ability to balance multiple concurrent projects in a fast-paced environment.

Culture & Value Alignment

• Alignment with barre3 Core Values:
• Practice Authenticity
• Stronger Together
• Love of Learning
• Give Generously
• Make It Happen

Benefits

ABOUT BARRE3

Barre3 is a fitness company building communities based on body positivity and inclusivity—and this starts with the workplace.

OUR COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

Community is at the core of barre3, and we believe that a culture of well-being can only thrive when we collectively embrace diversity and inclusion across all races, genders, gender identities, sexual orientations, ages, cultures, religions, abilities, bodies, socio-economic statuses, and experiences. We acknowledge there is more we can do to create an environment in which all people are seen, all voices are valued, and all individuals are treated with compassion, respect, and dignity. We commit to do the work.

WHAT YOU GET:

• A flexible, hybrid working environment, including opportunities to work remotely and at the Portland Home Office
• Generous medical, dental and vision plans
• Paid holidays, sick and vacation time to empower a healthy work-life balance
• A competitive salary with 401k company-matching, because we care about your future
• Free unlimited access to barre3 online and Portland barre3 classes